We combine an understanding of the unique planning needs facing small business owners and specific strategies designed to address those needs.
Issues We Address
- Am I optimizing retirement plan opportunities?
- How does the sale of my business affect my retirement objectives?
- Can my business survive an extended absence by me or another key employee?
- What's the best way to manage my short-term or unanticipated borrowing or liquidity needs for my business?
- Qualified retirement plans
- NQDC plans
- Pre-tax discriminatory benefits for key employees